Waverly Advisors 13F: Adds $548K to Duke Energy (DUK) Stake

Waverly Advisors Expands Duke Energy Position

Waverly Advisors increased its investment in Duke Energy Corporation DUK by picking up 4,333 more shares during the period covered by its latest Form 13F filing with the Securities and Exchange Commission. That 4.1% increase brought the firm's total holdings to 109,980 shares. Based on market values around the filing date, the stake carried a total value of approximately $13.9 million. Because these disclosures look backward at past quarters, the reported numbers capture portfolio choices made by the firm as of May 15, 2026, and might not match its exact share count today.

Duke Energy Stock Movement and Valuation

Duke Energy shares change hands around $126.58, placing the utility provider safely in the middle of its 52-week trading bounds between $113.90 and $134.49. The company operates with a trailing price-to-earnings ratio of 17.6 and a forward price-to-earnings ratio of 16.3. Its market capitalization sits above $91 billion, backed by a steady low beta of 0.36 that points to calmer price swings than the wider market.

Recent Earnings Performance

Duke Energy reported annual revenue of $32.8 billion alongside revenue growth of 1.1%. The regulated electric and natural gas provider generated earnings of $6.64 per share, maintaining a net profit margin of nearly 16% and a return on equity of roughly 9.9%. Shareholders can look ahead to the company's next scheduled earnings report on November 5, 2026, for further financial updates.

Dividend Payments

Duke Energy rewards shareholders through regular cash distributions, offering an annual dividend rate of $4.34 per share. That payout translates to a dividend yield of 3.69%, supported by a dividend payout ratio of 64.16% that shows how much of its earnings go back to investors.

Analysts Set New Price Targets

Wall Street research firms continue to update their outlooks on the utility giant. On October 13, 2026, JP Morgan maintained a neutral rating while adjusting its price target from $137.00 down to $130.00. On the same day, Keybanc kept an overweight rating and moved its target from $139.00 to $128.00. Truist Securities maintained a buy rating on October 12, 2026, lowering its target from $135.00 to $130.00. Barclays also kept an overweight rating on October 9, 2026, with a target of $124.00 down from $132.00. Earlier, on September 18, 2026, Morgan Stanley maintained an equal-weight rating with a target of $127.00 down from $133.00. Across the broader analyst community, the stock holds a consensus buy recommendation with a mean price target of $136.94 backed by 18 analyst opinions.

About Duke Energy Corporation

Headquartered in Charlotte, North Carolina, Duke Energy Corporation operates as a major regulated electric and natural gas utility provider in the United States. Through its operating units, the company generates and transmits electricity across the Southeast and Midwest using a mix of coal, nuclear, natural gas, hydroelectric, and renewable sources, alongside extensive natural gas distribution and pipeline infrastructure.

What to Watch at Duke Energy Corporation

Investors tracking Waverly Advisors will want to watch subsequent SEC filings to see whether the firm continues adding to its utility holdings or begins trimming positions. The next major checkpoint for the company itself arrives with its upcoming quarterly financial results in November 2026.